Institutional
    SEC Registered

    Southeastern Asset Management Inc.

    Registered investment advisor · Memphis, Tennessee · CRD #105276

    Assets Under Management
    $3.7B
    Client Accounts
    25
    Employees
    29
    CRD Number
    105276
    Registration
    SEC Registered
    Custodian
    The Northern Trust Company

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Southeastern Asset Management Inc.

    Southeastern Asset Management is an independent global investment management firm founded in 1975 and based in Memphis, Tennessee. The firm specializes in long-term, concentrated value investing across various strategies and geographic mandates. With a focus on high-quality businesses and a commitment to protecting against permanent capital loss, Southeastern employs a bottom-up, fundamental investment approach. As of September 30, 2025, the firm managed approximately $3.9 billion in total asset

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Southeastern Asset Management Inc.'s AUM?

    Southeastern Asset Management Inc. reports approximately $3.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Southeastern Asset Management Inc. headquartered?

    Southeastern Asset Management Inc. is headquartered in Memphis, Tennessee.

    What is Southeastern Asset Management Inc.'s CRD number?

    Southeastern Asset Management Inc.'s CRD number is 105276. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Southeastern Asset Management Inc. manage?

    Southeastern Asset Management Inc. manages approximately 25 client accounts according to its latest SEC filing.

    Is Southeastern Asset Management Inc. SEC registered?

    Yes, Southeastern Asset Management Inc. is registered with the SEC as an investment adviser with an approved registration status.

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